CRM Manager, Revenue Operations
As the CRM Manager within our RevOps team, you are the subject matter expert in all things related to Salesforce. This is not the first time you’ve done this job. Since you have been in this type of role before, you know exactly what is needed to achieve a successful CRM strategy. This includes understanding when you need to undo technical debt and how to properly build for scale. Some days you may be asked to provide guidance and support on our salesforce architecture, while on other days you may scrub and “dataload” a few thousand records. You are comfortable with the strategic priorities while also getting your “hands dirty” on some of the more tactical level of work. If something touches Salesforce—you are excited to learn and provide expert guidance, even if the end state still seems a bit unclear. Regardless, once you get started, there will be a clear difference between business before your arrival and business after your arrival, and we will never want to do business the old way ever again.
Responsibilities:
- Become the primary Salesforce support for RevOps, which includes creating dashboards, reports, and solving standard admin functions requested from the field or the ops team
- Helping to identify, plan and execute on Salesforce projects. This includes interpreting business requirements, providing accurate estimates, and meeting deadlines on deliverables
- Integrating software that connects to our CRM
- Maintain, update, and optimize key records across Salesforce and related integrations
- Help build and create custom reports and objects, calculated fields, workflows and process builders so that we can scale and grow with the business
- Maintain user configurations, profiles, role hierarchy, groups, sharing, and security controls
- Automating processes, eliminating redundancy, and improving efficiency within our sales process without sacrificing end-user experience. This can include undoing technical debt or outdated/inefficient salesforce processes when identified
- Driving a strong QA processes that optimizes for on-time delivery and minimizes unforeseen errors prior to production releases
- Document changes and deliver clearly written instructions or notifications when necessary
- Work with the IT team to help coordinate and deliver solutions that require cross-functional involvement
Qualifications:
- Minimum of four years of experience as a Salesforce.com administrator
- Salesforce.com Admin (ADM201 and ADM211) certified. Service Cloud and Developer certifications preferred
- Detailed understanding of the Salesforce CRM ecosystem, including having experience working on core application such as CPQ
- Strong understanding of O365 software, especially Excel
- Excellent verbal and written communication skills. Proven ability to work effectively with senior leaders in the organization
- You prefer working in Slack versus email
- BONUS: Experience integrating finance or marketing tools such as NetSuite, Eloqua, etc.
*Remote work for this role is possible with option to move to Austin, TX
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.